Clearview Wealth Advisors LLC Portfolio Holdings

Clearview Wealth Advisors LLC

  • $139 Million
  • Q2 2025

Clearview Wealth Advisors LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $139 Million distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $12.4M, Schwab Us Aggregate Bond ETF with a value of $11.1M, Capital Group Divid Value ETF with a value of $10.5M, Capital Group Growth ETF Shs C with a value of $8.07M, and Janus Detroit Str Tr Janus Hen with a value of $5.9M.

Examining the 13F form we can see an increase of $7.23M in the current position value, from $131M to 139M.

Below you can find more details about Clearview Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Million
ETFs: $112 Million
Financial Services: $6.72 Million
Technology: $5.83 Million
Industrials: $3.14 Million
Consumer Defensive: $3.06 Million
Energy: $2.31 Million
Healthcare: $2.2 Million
Consumer Cyclical: $1.87 Million
Other: $1.43 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.4 Million 8.91% of portfolio
549,551
Q2 2025 Added 3.16%
$0
$11.1 Million 8.03% of portfolio
479,299
Q2 2025 Reduced 1.32%
$0
$10.5 Million 7.58% of portfolio
266,355
Q2 2025 Added 2.35%
$0
$8.07 Million 5.82% of portfolio
198,550
Q2 2025 Added 7.34%
$0
$5.9 Million 4.25% of portfolio
116,240
Q2 2025 Reduced 1.07%
$0
$5.87 Million 4.23% of portfolio
80,769
Q2 2025 Reduced 35.36%
$0
$4.94 Million 3.56% of portfolio
201,943
Q2 2025 Added 0.75%
$0
$4.43 Million 3.19% of portfolio
163,261
Q2 2025 Added 0.94%
$0
$3.34 Million 2.41% of portfolio
151,031
Q2 2025 Reduced 2.85%
$80.7B
$3.21 Million 2.32% of portfolio
22,647
Q2 2025 Added 5.05%
$0
$3.19 Million 2.3% of portfolio
130,166
Q2 2025 Added 1.27%
$0
$3 Million 2.16% of portfolio
16,402
Q2 2025 Added 3.71%
$0
$2.81 Million 2.02% of portfolio
96,044
Q2 2025 Added 1.6%
$0
$2.57 Million 1.85% of portfolio
55,610
Q2 2025 Reduced 17.1%
$0
$2.54 Million 1.83% of portfolio
23,109
Q2 2025 Reduced 8.05%
$0
$2.3 Million 1.66% of portfolio
42,318
Q2 2025 Reduced 0.81%
$3.71T
$2.28 Million 1.65% of portfolio
4,593
Q2 2025 Reduced 0.07%
$0
$1.83 Million 1.32% of portfolio
9,368
Q2 2025 Added 5.65%
$0
$1.81 Million 1.3% of portfolio
3,188
Q2 2025 Reduced 0.38%
$0
$1.77 Million 1.28% of portfolio
44,348
Q2 2025 Reduced 2.06%
$0
$1.65 Million 1.19% of portfolio
12,186
Q2 2025 Added 0.59%
$301B
$1.51 Million 1.09% of portfolio
10,561
Q2 2025 Reduced 0.2%
$0
$1.45 Million 1.05% of portfolio
15,486
Q2 2025 Reduced 0.85%
$0
$1.38 Million 1.0% of portfolio
56,734
Q2 2025 Added 0.71%
$0
$1.36 Million 0.98% of portfolio
25,352
Q2 2025 Added 99.14%
$0
$1.22 Million 0.88% of portfolio
57,696
Q2 2025 Added 1.17%
$3.82T
$1.14 Million 0.82% of portfolio
5,575
Q2 2025 Added 1.57%
$430B
$1.09 Million 0.78% of portfolio
1,099
Q2 2025 Added 0.09%
$0
$1.05 Million 0.76% of portfolio
9,371
Q2 2025 Reduced 1.76%
$0
$980,000 0.71% of portfolio
8,946
Q2 2025 Reduced 0.31%
$0
$966,000 0.7% of portfolio
36,456
Q2 2025 Reduced 0.36%
$0
$911,000 0.66% of portfolio
17,493
Q2 2025 Added 49.33%
$859B
$899,000 0.65% of portfolio
3,103
Q2 2025 Added 0.03%
$0
$904,000 0.65% of portfolio
5,223
Q2 2025 Reduced 6.65%
$0
$846,000 0.61% of portfolio
16,561
Q2 2025 New
$0
$845,000 0.61% of portfolio
33,432
Q2 2025 Added 3.66%
$0
$743,000 0.54% of portfolio
1,198
Q2 2025 Reduced 12.55%
$0
$724,000 0.52% of portfolio
17,016
Q2 2025 Reduced 2.64%
$371B
$714,000 0.51% of portfolio
3,847
Q2 2025 Reduced 0.23%
$2.4T
$671,000 0.48% of portfolio
3,063
Q1 2025 Added 0.07%
$419B
$666,000 0.48% of portfolio
4,216
Q2 2025 Reduced 20.0%
$0
$655,000 0.47% of portfolio
5,828
Q2 2025 Added 0.99%
$397B
$623,000 0.45% of portfolio
13,171
Q2 2025 Reduced 0.45%
$278B
$621,000 0.45% of portfolio
6,359
Q2 2025 Added 0.11%
$0
$612,000 0.44% of portfolio
20,325
Q2 2025 Reduced 1.19%
$275B
$596,000 0.43% of portfolio
8,596
Q2 2025 Reduced 0.69%
$89.9B
$527,000 0.38% of portfolio
2,306
Q2 2025 Added 0.09%
$466B
$520,000 0.37% of portfolio
3,407
Q2 2025 Reduced 0.18%
$37B
$520,000 0.37% of portfolio
4,020
Q2 2025 Reduced 0.54%

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $139 Million
  • Prior Value $131 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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